LDR Capital Management’s Equity Lifestyle Properties ELS Stock Holding History

LDR Capital Management’s Portfolio ELS Stock Details ELS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$399K	Sell	6,837 -29	-0.4%	-$1.84K	0.49%	38
2026 Q2	$443K	Sell	6,866 -38,857	-85%	-$2.46M	0.51%	40
2026 Q1	$2.85M	Buy	+45,723	New	+$2.96M	3.84%	7
2025 Q4	–	Sell	-45,755	Closed	-$2.78M	–	46
2025 Q3	$2.78M	Sell	45,755 -24	-0.1%	-$1.46K	4.08%	8
2025 Q2	$2.82M	Hold	45,779	–	–	3.65%	9
2025 Q1	$3.05M	Buy	+45,779	New	+$3.06M	3.69%	10
2020 Q2	–	Sell	-64,800	Closed	-$3.73M	–	16
2020 Q1	$3.73M	Buy	+64,800	New	+$4.42M	6.45%	6

Other funds holding ELS

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

LDR Capital Management's ELS Position: Q3 2026 in Review

LDR Capital Management reduced its Equity Lifestyle Properties (ELS) stake by 0.42% in Q3 2026, selling an estimated $1.84K and leaving 6,837 shares worth $399K. The position accounts for 0.49% of the portfolio, ranked #38.

LDR Capital Management first reported a position in ELS in Q1 2020 and has held it in 7 quarters since. The position peaked at $3.73M in Q1 2020. 30 funds tracked by Wall St. Rank hold ELS as of Q3 2026.

LDR Capital Management held 6,837 shares of Equity Lifestyle Properties worth $399K as of Q3 2026.
LDR Capital Management sold 29 Equity Lifestyle Properties shares in Q3 2026, an estimated $1.84K.
Equity Lifestyle Properties made up 0.49% of LDR Capital Management's portfolio in Q3 2026, its #38 holding.
LDR Capital Management first reported a position in Equity Lifestyle Properties in Q1 2020 and has held it in 7 quarters since.
LDR Capital Management's Equity Lifestyle Properties position peaked at $3.73M in Q1 2020.
30 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2026.

Based on LDR Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.